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1/23/17 PowerPoint - Enterprise Zone
WESTEUGENEENTERPRISEZONE TASKFORCEUPDATE CityofEugeneJanuary23,2017 TODAY ProgramOverview TaskForceProcess DraftRevisedCriteria Discussion PROGRAMOVERVIEW *®¡#±¤ ³¨®lj,®¢ «)µ¤²³¬¤³ 24businesses • $135millioninvested • 551jobscreated • $8,665averageexemptionperjob • BeltlineHwy andW.11Ave th TASKFORCE Revisitandupdateexistingpublicbenefitcriteria 8members CityCouncilorsPolingandPryor CountyCommissionersFarrandStewart 4CommunityMembers 4®£ ¸ FinalTask CouncilPublic Recommendations 3TaskForce Force toCityCounciland UpdateHearing Meetings CountyBoard Meeting PUBLICBENEFITCRITERIA 1.SmallBusiness5.Construction 2.Wages6.Redevelopment 3.ReferralAgency7.HealthInsurance Hiring 8.Trainingand 4.EmployeeBenefitsAdvancement 9.InvestmentSize ϋ*®¡#±¤ ³¨®# ¯ REVISEDPUBLICBENEFITCRITERIAȟDRAFT 1.SmallBusiness 5.GreenBuilding 2.Wages Construction 3.LocalHiringand 6.Redevelopment Sourcing ReferralAgencyHiring 7.HealthInsurance 4.EmployeeBenefits 8.Trainingand Advancement 9.InvestmentSize ϋ*®¡#±¤ ³¨®# ¯ 1.SMALLBUSINESS #®³¤·³$± ¥³#§ ¦¤² LevelstheplayingNone fieldforsmall businesses 2.WAGES #®³¤·³$± ¥³#§ ¦¤² EncouragesofferingEstablishesfloor highwagestoaboveminimumwage employees Increasedcategory importance 3.LOCALHIRINGANDSOURCING #®³¤·³$± ¥³#§ ¦¤² EncouragesusingProcurementplan localtraining/referral Contractingwith agencies minority/women New:Encouragesbusinesses sourcingmaterials Diversity/equityplan locally Increasedcategory importance 4.EMPLOYEEBENEFITS #®³¤·³$± ¥³#§ ¦¤² EncouragesofferingWellnessprogram nonmandatedcriteria benefits 5.GREENBUILDING #®³¤·³$± ¥³#§ ¦¤² BRINGRE:think Encouragesreducing environmentalimpact Alternative transportationfor employees Modifyingbusiness operations ClimateRecovery Ordinance Stormwater management LoveFood,NotWaste 6.REDEVELOPMENT #®³¤·³$± ¥³#§ ¦¤² PromotesinfillandContamination redevelopmentcleanup 7.HEALTHINSURANCE #®³¤·³$± ¥³#§ ¦¤² EncouragesofferingRevisedbasedonACA morecoveragethanchanges requiredbylaw Reducedweightof category 8.TRAININGANDADVANCEMENT #®³¤·³$± ¥³#§ ¦¤² EncouragesDiversity/equity training/advancementtraining opportunitiesfor LetterofSupportfor employees NCRC 9.INVESTMENTSIZE #®³¤·³$± ¥³#§ ¦¤² PointsbasedonsizeIncreasedcategory ofinvestmentweight JOBCAPCRITERIA Limitstaxexemptionto$32,000 peryearperjobcreated Eugeneaverageexemption:$8,665perjobcreated .®¢§ ¦¤²¬ £¤ REVISEDCRITERIASCORINGDRAFT 4¨¤±Ͷ4¨¤±ͷ 1.SmallBusiness5.GreenBuilding 2.Wages6.Redevelopment 3.LocalHiringandSourcing7.HealthInsurance 4.EmployeeBenefits8.TrainingandAdvancement 9.InvestmentSize -´²³²¢®±¤ͷͺ¯®¨³² .¤¶ȀͶͺ¯®¨³²¬´²³¢®¬¤¥±®¬4¨¤±Ͷ #/5.#),Ȍ3NEXTSTEPS &¤¡ȁͷͶ 4®£ ¸ FinalTaskCounciland CouncilPublic 3TaskForce ForceCounty UpdateHearing Meetings MeetingBoardAction CURRENTSCORINGSYSTEM Howyouget 25%By 25%By thefulltax Local Local exemption: CriteriaCriteria Needaminimumof 75%By 75%By 25localcriteriapoints Right Right CURRENTSCORINGSYSTEM Ifyou£®Ȍ³get 18%By 18%By enoughpoints: Local Local Criteria Criteria Payback7% Example: Createenough • 75%By 75%By 75%By jobs Right Right Right Onlyscore18local • criteriapoints Payback7%of • exemption JOBCREATIONCAP Example Businesscreatesjobs • (meetsrequirement) 33% Businessmeetslocal • criteria BUTexemptionismore • than$32,000perjob Paybackupto33% • ofexemption JOBCREATIONCAP Limitssizeofexemptionbenefitto • $96,000perjobcreated(overthe3 yearperiod) Ifcapisexceeded,themaximum • paymentwillbe1/3ofthe exemption PROCESS Document Ifmet,tax localPublic City&Business exemption Benefit SubmitReviewed CountyInvestment Submit granted Criteria claimfor approveandJob Application annually formcompliance applicationCreation Ifnotmet,no exemption& subjectto repayment Submitclaim eachyearfor next3years SPECIALEXCEPTIONS 5yearExemption • RequiresapprovalofCityCouncil/CountyBoard • Additionallocalrequirements • Employmentwaiverforlargeinvestments • Over$25millionorincreasedproductivity • RequiresapprovalofCityCouncil/CountyBoard • CALCULATION Public 25ȟ#±¨³¤±¨ Points Tax x= Benefit 100 Exemption Contribution Example:Companyisgettinganexemptionof $10,000,onlygets22points x $10,000= 0.03 $300 Paysback3%oftheirtaxexemption